SELECT SECTOR SPDR TR

Ticker: XLK CUSIP: 81369Y803 Class: TECHNOLOGY

Avantax Planning Partners, Inc.'s Holding History (CIK: 0001005441)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 21,648 Value ($000) $3,117 Avg Close — Range —
Q3 2025
Shares 9,895 Value ($000) $2,789 Avg Close — Range —
Q2 2025
Shares 10,651 Value ($000) $2,697 Avg Close — Range —
Q1 2025
Shares 8,774 Value ($000) $1,812 Avg Close — Range —
Q4 2024
Shares 8,855 Value ($000) $2,059 Avg Close — Range —
Q3 2024
Shares 8,853 Value ($000) $1,999 Avg Close — Range —
Q2 2024
Shares 8,713 Value ($000) $1,971 Avg Close — Range —
Q1 2024
Shares 8,713 Value ($000) $1,815 Avg Close — Range —
Q4 2023
Shares 8,733 Value ($000) $1,681 Avg Close — Range —
Q3 2023
Shares 8,903 Value ($000) $1,459 Avg Close — Range —
Q2 2023
Shares 8,662 Value ($000) $1,506 Avg Close — Range —
Q1 2023
Shares 8,386 Value ($000) $1,266 Avg Close — Range —
Q4 2022
Shares 8,362 Value ($000) $1,041 Avg Close — Range —
Q3 2022
Shares 8,961 Value ($000) $1,064 Avg Close — Range —
Q2 2022
Shares 9,189 Value ($000) $1,168 Avg Close — Range —
Q1 2022
Shares 9,172 Value ($000) $1,458 Avg Close — Range —
Q4 2021
Shares 8,549 Value ($000) $1,486 Avg Close — Range —
Q3 2021
Shares 8,383 Value ($000) $1,252 Avg Close — Range —
Q2 2021
Shares 7,561 Value ($000) $1,116 Avg Close — Range —
Q1 2021
Shares 7,069 Value ($000) $939 Avg Close — Range —
Q4 2020
Shares 6,817 Value ($000) $886 Avg Close — Range —
Q3 2020
Shares 6,687 Value ($000) $780 Avg Close — Range —
Q2 2020
Shares 6,821 Value ($000) $713 Avg Close — Range —
Q1 2020
Shares 6,821 Value ($000) $548 Avg Close — Range —
Q4 2019
Shares 6,895 Value ($000) $632 Avg Close — Range —
Q3 2019
Shares 6,895 Value ($000) $555 Avg Close — Range —
Q2 2019
Shares 7,300 Value ($000) $579 Avg Close — Range —
Q1 2019
Shares 7,996 Value ($000) $592 Avg Close — Range —
Q4 2018
Shares 8,056 Value ($000) $499 Avg Close — Range —
Q3 2018
Shares 8,140 Value ($000) $613 Avg Close — Range —
Q2 2018
Shares 9,092 Value ($000) $631 Avg Close — Range —
Q1 2018
Shares 9,526 Value ($000) $623 Avg Close — Range —
Q4 2017
Shares 9,069 Value ($000) $580 Avg Close — Range —
Q3 2017
Shares 9,108 Value ($000) $538 Avg Close — Range —
Q2 2017
Shares 9,172 Value ($000) $502 Avg Close — Range —
Q1 2017
Shares 9,808 Value ($000) $523 Avg Close — Range —
Q4 2016
Shares 9,325 Value ($000) $451 Avg Close — Range —